See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $108,919-69.0% | $100,391-66.4% | $145,922-76.9% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 11.00% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $925 | $4,419-79.1% | $3,942-76.5% | $4,660-80.1% |
| Participant deferral / active EE | $2,990 | $8,445-64.6% | $8,082-63.0% | $6,688-55.3% |
| Admin fee / account holder | $9,369 | $9,689-3.3% | $7,899+18.6% | $13,397-30.1% |